TXNM Energy Inc
TXNM- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0001108426
No open-market purchases or sales by TXNM Energy Inc insiders were filed in the last 90 days; 385 institutions reported holding it in 13F filings for Q2 2026, worth $6.33B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in TXNM Energy Inc as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 276
- −21 vs. Q4 2023
- Shares held
- 85.2M
- +165.8K (+0.2%) vs. Q4 2023
- Total value
- $3.21B
- −$322.5M (−9.1%) vs. Q4 2023
- New holders
- 52
- 106 more added
- Sold out
- 73
- 91 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TXNM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 385 | $6.33B |
| Q1 2026 | 380 | $6.40B |
| Q4 2025 | 379 | $6.41B |
| Q3 2025 | 365 | $5.97B |
| Q2 2025 | 351 | $6.00B |
| Q1 2025 | 323 | $5.19B |
| Q4 2024 | 301 | $4.86B |
| Q3 2024 | 300 | $3.90B |
| Q2 2024 | 282 | $3.24B |
| Q1 2024 | 276 | $3.21B |
| Q4 2023 | 299 | $3.53B |
| Q3 2023 | 298 | $3.77B |
| Q2 2023 | 287 | $3.68B |
| Q1 2023 | 291 | $3.88B |
| Q4 2022 | 295 | $3.83B |
| Q3 2022 | 269 | $3.67B |
| Q2 2022 | 259 | $3.79B |
| Q1 2022 | 261 | $3.89B |
| Q4 2021 | 262 | $3.53B |
| Q3 2021 | 262 | $3.77B |
| Q2 2021 | 261 | $3.63B |
| Q1 2021 | 255 | $3.75B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 5,385 | $202.7K | 0.01% | −30,585−85.0% | Reduced |
| Shell Asset Management Co | 5,047 | $187.0K | 0.01% | −515−9.3% | Reduced |
| CWM, LLC | 4,566 | $172.0K | 0.00% | +153+3.5% | Added |
| Metropolitan Life Insurance Co | 4,496 | $169.2K | 0.01% | −437−8.9% | Reduced |
| Public Employees Retirement Association of Colorado | 4,251 | $160.0K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,197 | $158.0K | 0.08% | +4,197 | New |
| STRS Ohio | 4,000 | $150.0K | 0.00% | −2,000−33.3% | Reduced |
| Signaturefd, LLC | 3,661 | $137.8K | 0.00% | +2,086+132.4% | Added |
| Quadrant Capital Group LLC | 3,559 | $134.0K | 0.01% | +1,169+48.9% | Added |
| USA Financial Portformulas Corp | 2,911 | $109.6K | 0.02% | +2,911 | New |
| Tower Research Capital LLC (TRC) | 2,845 | $107.1K | 0.00% | −19,854−87.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,769 | $104.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,464 | $92.8K | 0.00% | −448−15.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,433 | $91.6K | 0.02% | +2,433 | New |
| Cambridge Trust Co | 2,110 | $79.4K | 0.00% | −447−17.5% | Reduced |
| Point72 (DIFC) Ltd | 1,997 | $75.2K | 0.01% | +1,997 | New |
| Covestor Ltd | 1,876 | $71.0K | 0.05% | +1,645+712.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,860 | $70.0K | 0.00% | +30+1.6% | Added |
| CIBC Private Wealth Group, LLC | 1,758 | $65.7K | 0.00% | +1,758 | New |
| Tortoise Investment Management, LLC | 1,728 | $65.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,658 | $62.0K | 0.00% | +513+44.8% | Added |
| IFP Advisors, Inc | 1,632 | $61.4K | 0.00% | +932+133.1% | Added |
| Public Employees Retirement System of Ohio | 1,620 | $61.0K | 0.00% | +123+8.2% | Added |
| Sofos Investments, Inc. | 1,528 | $60.5K | 0.01% | +764+100.0% | Added |
| Parallel Advisors, LLC | 1,534 | $57.7K | 0.00% | −464−23.2% | Reduced |
| Trust Co of Vermont | 1,500 | $56.5K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 1,301 | $49.0K | 0.00% | −129−9.0% | Reduced |
| Catalyst Capital Advisors LLC | 1,301 | $49.0K | 0.00% | −129−9.0% | Reduced |
| GWM Advisors LLC | 1,081 | $40.7K | 0.00% | +628+138.6% | Added |
| Fifth Third Bancorp | 1,062 | $40.0K | 0.00% | +641+152.3% | Added |
| Nomura Asset Management Co Ltd | 980 | $36.9K | 0.00% | +350+55.6% | Added |
| GAMMA Investing LLC | 834 | $31.4K | 0.01% | +430+106.4% | Added |
| Cohen & Steers, Inc. | 799 | $30.0K | 0.00% | +799 | New |
| Allworth Financial LP | 771 | $29.0K | 0.00% | +127+19.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 703 | $26.5K | 0.00% | +703 | New |
| Lindbrook Capital, LLC | 556 | $20.9K | 0.00% | +319+134.6% | Added |
| Rise Advisors, LLC | 521 | $19.6K | 0.01% | +521 | New |
| Fortis Group Advisors, LLC | 400 | $15.1K | 0.00% | −400−50.0% | Reduced |
| Bessemer Group Inc | 374 | $14.0K | 0.00% | −20−5.1% | Reduced |
| EverSource Wealth Advisors, LLC | 370 | $13.7K | 0.00% | +242+189.1% | Added |
| Ronald Blue Trust, Inc. | 356 | $13.4K | 0.00% | +342+2,442.9% | Added |
| Umb Bank N A | 334 | $12.6K | 0.00% | +34+11.3% | Added |
| Massmutual Trust Co FSB | 311 | $11.7K | 0.00% | +253+436.2% | Added |
| Fernwood Investment Management, LLC | 300 | $11.3K | 0.00% | +300 | New |
| Tidemark, LLC | 250 | $9.41K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 245 | $9.22K | 0.00% | +245 | New |
| Hexagon Capital Partners LLC | 237 | $8.92K | 0.00% | −56−19.1% | Reduced |
| Versant Capital Management, Inc | 211 | $7.94K | 0.00% | +115+119.8% | Added |
| Sandy Spring Bank | 199 | $7.49K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 200 | $7.47K | 0.00% | +159+387.8% | Added |
| Quarry LP | 192 | $7.23K | 0.00% | +192 | New |
| Kelly Financial Services LLC | 178 | $6.71K | 0.00% | +2+1.1% | Added |
| Manchester Capital Management LLC | 163 | $6.14K | 0.00% | +163 | New |
| Brown Brothers Harriman & Co | 150 | $5.65K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 129 | $4.86K | 0.00% | +87+207.1% | Added |
| Headlands Technologies LLC | 127 | $4.78K | 0.00% | +127 | New |
| Bell Investment Advisors, Inc | 122 | $4.59K | 0.00% | −148−54.8% | Reduced |
| FinTrust Capital Advisors, LLC | 102 | $3.84K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 91 | $3.00K | 0.00% | −29−24.2% | Reduced |
| Private Wealth Management Group, LLC | 75 | $2.82K | 0.00% | +35+87.5% | Added |
| Riggs Asset Managment Co. Inc. | 72 | $2.71K | 0.00% | +72 | New |
| MCF Advisors LLC | 54 | $2.03K | 0.00% | +54 | New |
| Prestige Wealth Management Group LLC | 43 | $1.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $1.35K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35 | $1.32K | 0.00% | +35 | New |
| Proequities, Inc. | 31 | $1.17K | 0.00% | +2+6.9% | Added |
| Sachetta, LLC | 28 | $1.17K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $941 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $919 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 17 | $640 | 0.00% | −23,138−99.9% | Reduced |
| Assetmark, Inc | 9 | $339 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $226 | 0.00% | +6 | New |
| Rothschild Investment LLC | 5 | $188 | 0.00% | +5 | New |
| Huntington National Bank | 1 | $38 | 0.00% | −17−94.4% | Reduced |
| Financial Management Professionals, Inc. | 8 | $0 | 0.00% | +8 | New |
| HBK Investments L P | 0 | $0 | 0.00% | −2,084,100−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,994,913−100.0% | Sold out |
| PSquared Asset Management AG | 0 | $0 | 0.00% | −1,848,995−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −1,587,169−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −892,692−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −825,718−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −736,439−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −656,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −426,443−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −372,776−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −364,129−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −250,911−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −230,438−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −200,004−100.0% | Sold out |
| P Schoenfeld Asset Management LP | 0 | $0 | 0.00% | −188,568−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −168,600−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Covalis (Gibraltar) Ltd | 0 | $0 | 0.00% | −135,105−100.0% | Sold out |
| Scoggin Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Jet Capital Investors L P | 0 | $0 | 0.00% | −78,036−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −69,909−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −68,336−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −64,956−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −62,358−100.0% | Sold out |